Benjamin
Dickey

Resonant Capital Advisors, LLC

CRD#5631759
Investment Advisor
in Madison, WI

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About this Advisor

Benjamin Dickey is a financial advisor who works out of Madison, Wisconsin with a total of 5 years of industry experience. Dickey is an advisor for Resonant Capital Advisors, LLC. Throughout their career, they have worked at Madison Investment Advisors, LLC and Resonant Capital Advisors, LLC. Dickey maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Wisconsin. Resonant Capital Advisors, LLC is a firm that has its headquarters in Madison, WI. The company has a total of 17 advisors. It oversees $1 billion in total assets among its 1,702 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 1,702 customer accounts, 66% belong to high-net-worth investors who have at least $1 million in assets available to invest. Resonant Capital Advisors, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services are based on the services provided. Fee types charged by Resonant Capital Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33 East Main Street Suite 440
Madison, WI 53703

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Resonant Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,345,426,552

WI Average: $2,826,565,184
Total Number of Employees

17

WI Average: 43
Total Number of Accounts

1,702

WI Average: 1,898
Average Account Size

$790,497

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Benjamin Dickey Work History

Benjamin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Resonant Capital Advisors, LLC

2012 - 2018 (6 years)

Madison Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Dickey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Resonant Capital Advisors, LLC

Thomas Marini
Madison, WI
Bradley O'Loughlin
Madison, WI
Daniel Blake
Madison, WI
Walter Dewey
Madison, WI
Richard Thompson
Madison, WI
Benjamin Dickey
Madison, WI
David Rice
Madison, WI
Joshua Koeck
Madison, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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